Rick Poole, Financial Advisor located in South Elgin, IL

Financial Advisor
Rick Poole

CFP®, CIMA®, CEPA®
460 Briargate Dr Suite 100, South Elgin, IL 60177opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CIMA®

    Certified Investment Management Analyst®

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Angel Hacker
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(847) 289-6186

Fax

(877) 346-4252

Office Address

460 Briargate Dr Suite 100
South Elgin, IL 60177opens in a new window

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